Group 1 - The new national standard for electric bicycles, described as the "strictest ever," aims to enhance safety measures and address long-standing safety concerns in the industry [1][2] - The implementation of the new standard has sparked discussions about the balance between safety and practicality, with industry officials urging manufacturers to optimize product designs to meet consumer expectations [1][2] - The new standard introduces comprehensive and stricter requirements for production, including limiting plastic components to 5.5%, implementing a "one vehicle, one pool, one charge code" mechanism, and enhancing safety features such as satellite positioning and dynamic monitoring [2][3] Group 2 - Sales of new standard electric bicycles have been disappointing, with reports of low market acceptance and a stark contrast to the high demand for old standard models prior to the transition [4][5] - The increase in production costs due to enhanced safety and smart features has led to higher retail prices, causing some consumers to hesitate in purchasing new standard models [4][5] - Dealers are actively seeking solutions to improve sales, including product design optimization and offering test rides to enhance consumer understanding of the new models' benefits [5] Group 3 - The new standard's speed limit of 25 km/h and anti-tampering designs have directly impacted the efficiency of delivery services that rely on electric bicycles, such as food delivery [6] - While the new standard has not significantly affected the express delivery industry, it is seen as a necessary step towards the standardization and safety of electric bicycles [7] - Industry experts believe that despite current challenges in market adaptation and industry transition, the electric bicycle sector will achieve high-quality development through technological upgrades and strategic adjustments by dealers [7]

Core Viewpoint - The implementation of the new national standard for electric bicycles, referred to as the "strictest ever," aims to enhance safety measures while balancing practicality, leading to widespread discussion and debate in the market [1][2]. Industry Requirements - The new standard imposes comprehensive and stringent requirements on manufacturers, including a maximum weight for plastic components to reduce fire risks and a mechanism to prevent illegal modifications [2][3]. - New features such as BeiDou positioning and dynamic safety monitoring are introduced to enhance security and user experience [2][3]. Market Dynamics - Following the new standard's implementation, there is a noticeable market trend where new standard vehicles are difficult to find, while old standard vehicles are in high demand, leading to a situation where consumers are hesitant to purchase [4][5]. - The increase in production costs due to enhanced safety and technology features has led to higher prices for new standard vehicles, causing some consumers to perceive them as less cost-effective [5][6]. Impact on Delivery Services - The new speed limit of 25 km/h for electric bicycles directly affects the efficiency of delivery services, particularly for food delivery riders, who may see a significant reduction in their daily order volume [6][7]. - In contrast, the impact on the express delivery industry is minimal, as most delivery personnel rely on three-wheeled electric vehicles or motor vehicles, which are not covered by the new standard [7]. Future Outlook - The new standard is seen as a necessary step towards the standardization and safety of the electric bicycle industry, with expectations for improved product quality and safety as companies adapt to the new regulations [7].